HomeCompareSOUHY vs JEPQ

SOUHY vs JEPQ: Dividend Comparison 2026

SOUHY yields 1.93% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $8.4K in total portfolio value
10 years
SOUHY
SOUHY
● Live price
1.93%
Share price
$15.51
Annual div
$0.30
5Y div CAGR
29.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.4K
Annual income
$4,218.16
Full SOUHY calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.10%
Share price
$55.52
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.8K
Annual income
$2,152.59
Full JEPQ calculator →

Portfolio growth — SOUHY vs JEPQ

📍 JEPQ pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSOUHYJEPQ
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, SOUHY + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SOUHY pays
JEPQ pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SOUHY
Annual income on $10K today (after 15% tax)
$163.86/yr
After 10yr DRIP, annual income (after tax)
$3,585.44/yr
JEPQ
Annual income on $10K today (after 15% tax)
$943.83/yr
After 10yr DRIP, annual income (after tax)
$1,829.70/yr
At 15% tax rate, SOUHY beats the other by $1,755.73/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SOUHY + JEPQ for your $10,000?

SOUHY: 50%JEPQ: 50%
100% JEPQ50/50100% SOUHY
Portfolio after 10yr
$40.6K
Annual income
$3,185.37/yr
Blended yield
7.85%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOUHY buys
0
JEPQ buys
0
No recent congressional trades found for SOUHY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOUHYJEPQ
Forward yield1.93%11.10%
Annual dividend / share$0.30$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR29.6%0%
Portfolio after 10y$36.4K$44.8K
Annual income after 10y$4,218.16$2,152.59
Total dividends collected$14.2K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: SOUHY vs JEPQ ($10,000, DRIP)

YearSOUHY PortfolioSOUHY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,950$249.84$11,930$1,110.39$980.00JEPQ
2$12,048$331.35$14,133$1,224.34$2.1KJEPQ
3$13,333$441.58$16,632$1,340.46$3.3KJEPQ
4$14,858$591.89$19,454$1,457.97$4.6KJEPQ
5$16,697$798.92$22,626$1,576.08$5.9KJEPQ
6$18,953$1,087.43$26,175$1,694.09$7.2KJEPQ
7$21,775$1,495.09$30,133$1,811.32$8.4KJEPQ
8$25,379$2,080.49$34,531$1,927.17$9.2KJEPQ
9$30,093$2,937.09$39,403$2,041.08$9.3KJEPQ
10$36,418$4,218.16$44,787$2,152.59$8.4KJEPQ

SOUHY vs JEPQ: Complete Analysis 2026

SOUHYStock

South32 Limited operates as a diversified metals and mining company in Australia, Southern Africa, North America, and South America. The company operates through Worsley Alumina, Hillside Aluminium, Mozal Aluminium, Brazil Alumina, Illawarra Metallurgical Coal, Eagle Downs Metallurgical Coal, Australia Manganese, South Africa Managanese, Cerro Matoso, Cannington, Hermosa, and South Africa Energy Coal segments. It has a portfolio of assets producing alumina, aluminum, bauxite, energy and metallurgical coal, manganese ore and alloy, ferronickel, silver, lead, zinc, and other base metals. The company also exports its products. South32 Limited has a strategic alliance agreement with AusQuest Limited for exploration opportunity in gold-copper targets at the Gunanya Project. The company was formerly known as BHP Coal Holdings Pty Limited and changed its name to South32 Limited. South32 Limited was incorporated in 2000 and is headquartered in Perth, Australia.

Full SOUHY Calculator →

JEPQETF

The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

Full JEPQ Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.